EA

Eudaimonia Advisors Portfolio holdings

AUM $188M
1-Year Est. Return 21.26%
This Quarter Est. Return
1 Year Est. Return
+21.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$715K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$378K
3
+$314K
4
TSLA icon
Tesla
TSLA
+$294K
5
INTC icon
Intel
INTC
+$274K

Top Sells

1
+$1.27M
2
+$1.21M
3
+$898K
4
ZION icon
Zions Bancorporation
ZION
+$647K
5
USO icon
United States Oil Fund
USO
+$276K

Sector Composition

1 Technology 8.93%
2 Real Estate 7.54%
3 Healthcare 6.85%
4 Consumer Discretionary 4.05%
5 Financials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$834K 0.56%
4,148
-57
52
$812K 0.55%
4,384
+29
53
$800K 0.54%
28,078
54
$797K 0.54%
4,695
+299
55
$797K 0.53%
2,670
+60
56
$782K 0.53%
2,117
+168
57
$772K 0.52%
4,170
+3
58
$768K 0.52%
48,169
+444
59
$768K 0.52%
4,910
60
$766K 0.51%
4,296
+2,118
61
$754K 0.51%
8,955
62
$740K 0.5%
11,625
63
$731K 0.49%
1,521
-92
64
$704K 0.47%
11,687
-72
65
$704K 0.47%
13,598
+97
66
$691K 0.46%
7,149
+196
67
$687K 0.46%
6,313
-438
68
$652K 0.44%
6,150
+50
69
$649K 0.44%
+6,722
70
$649K 0.44%
903
+24
71
$645K 0.43%
6,141
-281
72
$645K 0.43%
2,077
+1
73
$641K 0.43%
22,353
+482
74
$630K 0.42%
2,790
-128
75
$625K 0.42%
15,234
+319
1 2
3
4 5